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Patrick De Casteja, CFP®

Patrick De Casteja, CFP®

Sport goods seller

Followers of Patrick De Casteja, CFP®645 followers
location of Patrick De Casteja, CFP®Rio de Janeiro, Rio de Janeiro, Brazil

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  • Timeline

  • About me

    Investment advisor & financial planner

  • Education

    • Lycée Molière

      1991 - 2005
      BAC Ciências econômicas e sociais

      Rio de Janeiro - Brasil

    • Universidade Presbiteriana Mackenzie

      2016 - 2016
      Workshop on Financial Asset Management

    • Université Paris X Nanterre

      2007 - 2011
      Bachelor's degree Economics 11.5/20

      Activities and Societies: Swim team ➤ Specialization: Money, Bank and Finance.

    • Université Paris X Nanterre

      2012 - 2014
      Mestrado Análise econômica do Direito 13.5/20

      Activities and Societies: equipe de natação ➤ Análise econômica de impacto de leis e decisões jurídicas➤ Estudo dos efeitos econômicos de fusões & aquisições e direito da concorrência.➤ Análise de riscos

  • Experience

    • DECATHLON FRANCE

      Nov 2009 - Jul 2011
      Sport goods seller

      ➤ Responsible for inventory control and sales in the 'Water sports' sector➤ Training of new sellers

    • LG Electronics

      Sept 2011 - Jan 2012
      Executive Assistant - Project Manager

      ➤ Responsible for recruitment and management of the sales representatives of 3D TV from LG in French territory. ➤ Audit and report preparation on conducted operations.➤ Manager of the operation located in the largest shopping center of Paris.

    • Les Productions Lumière S.A.S.

      Jul 2014 - Jan 2016
      Co-founder and CEO

      ➤ Responsible for financial planning, legal department and contact with investors.➤ Elaboration and writing of Business Plan and Statutes of the company➤ Financial reports ➤ Project Management

    • RJI Gestão & Investimentos

      Mar 2016 - Apr 2017
      Investment advisor

      ➤ In charge of customer follow-up and after sales➤ Business meetings with prospects➤ Financial reports ➤ Holding lectures on brazilian public securities.

    • Queluz Asset Management

      May 2017 - Jul 2018
      Investment advisor & backoffice

      ➤ Responsible for the Wealth branch. Monitoring and management of investment portfolio liquidity➤ Elaboration and management of investment portfolios ➤ Back office of funds passive, registration of clients and partners.

    • BLACK PEARL Invest

      Jul 2018 - Jan 2022
      Financial planner

      ➤ Identification of the need and customer-focused service➤ Elaboration of investment portfolio and personalized financial planning ➤ Patrimonial Shielding & Contingency Protection ➤ Daily tracking of investment positions ➤ Inheritance planning and tax optimization➤ Management of idle cash flow for companies

    • Platinum Investimentos

      Jan 2022 - now
      Head de Planejamento Financeiro & Blindagem patrimonial

      ➤ Identificação da necessidade e atendimento focado no cliente➤ Elaboração de carteira de investimentos e planejamento financeiro personalizado➤ Blindagem patrimonial & proteção contra imprevistos➤ Acompanhamento diário de posições de investimento➤ Planejamento sucessório e otimização fiscal➤ Gestão de fluxo de caixa ocioso para empresas

  • Licenses & Certifications

    • SUSEP

      SUSEP - Superintendência de Seguros Privados
      Jan 2021

    • CFP®

      Planejar - Associação Brasileira de Planejadores Financeiros
      Jan 2021

    • ANCORD

      ANCORD
      May 2018

  • Volunteer Experience

    • Library Officer

      Issued by Instituto Militar de Engenharia on Jan 2006
      Instituto Militar de EngenhariaAssociated with Patrick De Casteja, CFP®